+54.8%
APO vs PSKY
-21.8%
+76.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.4% | +4.7% | -0.3% |
| 7D | -1.0% | -6.8% | +5.8% | -0.6% |
| 30D | -0.4% | +10.2% | -10.6% | -0.9% |
| 3M | -0.9% | +0.3% | -1.2% | -1.0% |
| 6M | +22.1% | -7.8% | +29.9% | +22.5% |
| YTD | -8.4% | -23.0% | +14.6% | -7.1% |
| 1Y | -0.9% | -31.6% | +30.7% | +1.3% |
| All | +54.8% | -21.8% | +76.7% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PSKY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling